Greenleaf Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $691K | Sell |
6,411
-239
| -4% | -$24.3K | 0.01% | 441 |
|
|
2026
Q1 | $599K | Buy |
6,650
+367
| +6% | +$33.5K | 0.01% | 447 |
|
|
2025
Q4 | $554K | Buy |
6,283
+36
| +0.6% | +$3.04K | 0.01% | 471 |
|
|
2025
Q3 | $518K | Sell |
6,247
-108
| -2% | -$8.63K | ﹤0.01% | 486 |
|
|
2025
Q2 | $505K | Sell |
6,355
-1,344
| -17% | -$103K | ﹤0.01% | 484 |
|
|
2025
Q1 | $650K | Buy |
7,699
+1,066
| +16% | +$88.7K | 0.01% | 431 |
|
|
2024
Q4 | $513K | Sell |
6,633
-51
| -0.8% | -$4.3K | ﹤0.01% | 499 |
|
|
2024
Q3 | $574K | Sell |
6,684
-129
| -2% | -$10.4K | 0.01% | 479 |
|
|
2024
Q2 | $534K | Buy |
6,813
+260
| +4% | +$21.1K | 0.01% | 461 |
|
|
2024
Q1 | $566K | Sell |
6,553
-10
| -0.2% | -$803 | 0.01% | 440 |
|
|
2023
Q4 | $516K | Buy |
6,563
+66
| +1% | +$4.78K | 0.01% | 449 |
|
|
2023
Q3 | $468K | Sell |
6,497
-418
| -6% | -$32.4K | 0.01% | 455 |
|
|
2023
Q2 | $524K | Sell |
6,915
-160
| -2% | -$11.5K | 0.01% | 440 |
|
|
2023
Q1 | $526K | Sell |
7,075
-147
| -2% | -$12.5K | 0.01% | 441 |
|
|
2022
Q4 | $606K | Buy |
7,222
+112
| +2% | +$9.61K | 0.01% | 393 |
|
|
2022
Q3 | $513K | Buy |
7,110
+277
| +4% | +$19.9K | 0.01% | 393 |
|
|
2022
Q2 | $456K | Buy |
6,833
+60
| +0.9% | +$4.22K | 0.01% | 430 |
|
|
2022
Q1 | $497K | Sell |
6,773
-174
| -3% | -$12.6K | 0.01% | 419 |
|
|
2021
Q4 | $502K | Buy |
6,947
+245
| +4% | +$17.1K | 0.01% | 413 |
|
|
2021
Q3 | $432K | Buy |
6,702
+388
| +6% | +$24.9K | 0.01% | 445 |
|
|
2021
Q2 | $399K | Buy |
6,314
+340
| +6% | +$21.7K | ﹤0.01% | 466 |
|
|
2021
Q1 | $358K | Buy |
5,974
+429
| +8% | +$23.9K | ﹤0.01% | 481 |
|
|
2020
Q4 | $275K | Buy |
5,545
+21
| +0.4% | +$962 | ﹤0.01% | 489 |
|
|
2020
Q3 | $222K | Sell |
5,524
-93
| -2% | -$3.96K | ﹤0.01% | 487 |
|
|
2020
Q2 | $233K | Buy |
+5,617
| New | +$205K | ﹤0.01% | 464 |
|
|
2020
Q1 | – | Sell |
-4,338
| Closed | -$239K | – | 565 |
|
|
2019
Q4 | $239K | Buy |
4,338
+20
| +0.5% | +$1.09K | ﹤0.01% | 467 |
|
|
2019
Q3 | $247K | Buy |
4,318
+153
| +4% | +$8.61K | ﹤0.01% | 459 |
|
|
2019
Q2 | $241K | Buy |
+4,165
| New | +$230K | ﹤0.01% | 458 |
|
|
2018
Q1 | – | Sell |
-88
| Closed | -$6K | – | 630 |
|
|
2017
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 673 |
|
|
2017
Q3 | $6K | Buy |
+88
| New | +$5.66K | ﹤0.01% | 673 |
|
Other funds holding PFG
NLI
Greenleaf Trust's PFG Position: Q2 2026 in Review
Greenleaf Trust reduced its Principal Financial Group (PFG) stake by 3.6% in Q2 2026, selling an estimated $24.3K and leaving 6,411 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #441.
Greenleaf Trust first reported a position in PFG in Q3 2017 and has held it in 30 quarters since. 957 funds tracked by Wall St. Rank hold PFG as of Q2 2026.
- Greenleaf Trust held 6,411 shares of Principal Financial Group worth $691K as of Q2 2026.
- Greenleaf Trust sold 239 Principal Financial Group shares in Q2 2026, an estimated $24.3K.
- Principal Financial Group made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #441 holding.
- Greenleaf Trust first reported a position in Principal Financial Group in Q3 2017 and has held it in 30 quarters since.
- 957 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.